Proposal Plan & Development

Proposal Planning for Success

Project Proposal note on stack of documents and keyboard.

Pre-planning

(Get ready to Get ready)

OSPRA can assist you in developing strategies to secure funding for your research or special project, regardless of your role as a student, faculty member, or staff. We can guide you towards various funding opportunities, including those available on campus, through external foundations, state or federal government agencies, and commercial or industry sponsors.

Background Research
  • Best practices & trends
  • Who else is doing this?
  • Establish factual need
  • Identify gaps
  • Define the problem to be solved
  • Who will benefit?
  • Broader impacts/significance
  • Internal data collection
  • Facilities, equipment & space required
  • Research grants: Collect preliminary data
  • Specify aims
  • Research strategy
  • Request other proposals/abstracts
  • Populate reference list
  • Compile pull quotes
  • Attend sponsor “office hours” – online, live Q & A webinar with funding agent


*Purple items | OSPRA can provide assistance

Planning

  • Identify internal & external partners
  • What disciplinary expertise is needed?
  • What relationships do I have?
  • What partnerships are necessary?
  • Assemble the right team
  • Consider diversity & divergent POVs
  • Outreach to community stakeholders
  • Facilitate inclusive strategic planning
  • Develop measurable goals, objectives, outcomes
  • Staffing needs
  • Engage consultants (Writer, reviewer, evaluator, etc.)
  • Develop concept paper & abstract
  • Draft project timeline


*Purple items | OSPRA can provide assistance

Proposal Development

Proposal Development

  • Set up a meeting with program officer
  • Review NOFO
  • Create narrative outline
  • Make checklist of attachments
  • Develop budget
  • Identify match if necessary
  • Begin writing sections
  • Need/Problem Statement
  • Workplan
  • Management plan
  • Cayuse Project Setup


*Purple items | OSPRA can provide assistance

OSPRA Responsibilities Solely

  • Assign tasks to team
  • Set up meeting schedule (4-6 mos bi-weekly/0-4 mos weekly)
  • Set up collaboration space (OneDrive) · Cayuse
  • Engage consultants
    • Reviewers
    • Writers
    • Graphic designer
    • Evaluator

Refinement & Assembly

  • Attend webinar · Discuss with leadership
  • Logic model
  • Graphic design (Flow charts, data, PERT, org chart, GANTT, tables, etc.)
  • Sustainability plan
  • Evaluation
  • Budget Justification
  • Request letters of support
  • Memorandums of Understanding
  • Edit sections
  • Common attachments
  • Request waivers if necessary (IDC, tuition, overload, etc.)


*Purple items | OSPRA can provide assistance

OSPRA Responsibilities Solely

  • Grants.gov workspace setup

Final Edits & Routing for Approval

REAL DEADLINES:

10 business days prior to the submission deadline all documents should be uploaded to Cayuse to route for final internal review. The internal review and approval may take up to five (5) business days to complete.

  • Final review/edits
  • Formatting
  • Suggest reviewers
  • Certify and route for approval (Cayuse)

 

OSPRA Responsibilities Solely

  • Finalize sub-awards/contract
  • Compliance check (Uniform guidance)
  • Conflict of interest
  • Export controls
  • Copyright
  • Intellectual property
  • Regulatory checks
  • Upload to sponsor portal
  • Await warnings & errors
  • Recall proposal if needed


NOTE: Proposals submitted through Research.gov require the PI (not the OSPRA) to complete the proposal upload.

image of woman sitting at laptop

Working with OSPRA from project concept through award has significantly increased my awareness and understanding of the processes and UDM policies.

OSPRA Workshops

OSPRA offers a series of workshops throughout the academic year. Browse the workshop schedule and register today.

NEW Faculty Members

OSPRA Workshops offer the perfect opportunity to lean more about the sponsored research activities at UDM and gain an understanding of the process and policies. Register today.